WealthAtlas

WealthAtlas Help Center

How can we help?

Getting started

WealthAtlas is agentic wealth intelligence: find and research anyone and deeply understand their wealth. This article covers the basics of using the platform.

Take the two-minute tour

Core product

Search

The search bar is a Google for people: describe who you're looking for and get matches in seconds. This article describes what you can search and how to interpret results.

Jump to

Filters

Reading a profile

One page holds everything we know about a person — net worth, relationships, giving, and contact info — and every fact on it is cited. This article walks the whole profile and how to read it.

Jump to

Bio Net Worth Income Assets

Your network & connections

Your network is everyone your firm already knows. WealthAtlas maps their relationships across the database, so every prospect you research shows you the warm path in.

“How do I get a warm introduction to a prospect?”
“How do I import my LinkedIn connections?”

Your data

Managing lists

Lists are how you group people in WealthAtlas. This article covers how to build them, work inside them, and keep them organized.

“How do I save someone to a list?”
“How do I search within a list?”

Exporting data

Get profiles out of WealthAtlas as a spreadsheet or a PDF, with exactly the columns you want. This article covers every way to export.

“How do I export my search results?”
“Can I download someone's profile as a PDF?”